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... enterprise computing ... and with two of the real ... giants in this area with us ... and Libby from box ... and John Chambers from Cisco ... errands ... I ... I ... it ... was gone ... well ... it's going good ... though the financial side with our industry Getty was we're kind of finger up with that and that twelve the Internet retailer on the benighted ... Apple and one is one piece of the feedback from Axes auto purchases and that is a natural part of the band with friends ... so I did something very ... very good thing about thanks to our gorgeous full of ideas either that or it is sitting back there in the coming up with the numbering from from close so well that is that he's actually is and he made this point several times that ... he's using ... data analysis ... and and that was one of the reasons he started this ... so um of the stock cube Epogen role ... mean you knew you had you are ... you just want to order analysts noted that the vessel ... I think the latter have it go ... I'm ... so so sick ever know Cisco ... and has known it for ... for decades and you need them ... powering all lot of ... of computing and cheaply enterprise computing ... prolonged time in the internet ... now I think he means that the slogan think of one point the ... unit Brianna ... on Cisco stuff and ... I'm ... your new word into the business but lots of this is the degree of ... these box one at ... least with the general general question ... corporate Ike's eye say that I thought corporate ITT ... it was ... one of the most regressive forces and technology ... that in other words as ... all these people as Roman ... goes a meeting Mr. watching this ... came up with great ideas ... it would hit a wall at the corporate eighteen apartment where it was ... too new or two diff ran or ... impacted the excuse to be it was insecure and it wasn't always an excuse that sometimes it was an excuse ... aam ... that seems to have ... been changing in the last four or five years that ... our work ... to say no or the instinct to say no ... to something new and interesting ... has ... seemed to drop away the consumerization of bites he ... bring your own device for Impala ... is that the real thing is happening a small number of companies and ... how is it changing ... enterprise computing in and year this is the first of May he wrote ... on so the time ... I think for the first ... ten or twenty or thirty years of what we consider enterprise software and that the unit is the history the space ... on the complexity of building out my key systems in managing software in maintaining technology and ... and and and literally in twenty insider ization meant that ... you really have to have a deep expertise and ... in software and in managing IP systems in so that meant that ... um you actually had internal limited number of entry points into an organization you're going to tell this technology which tend ... to by definition meant that there was the West democratization and less innovation illustrative ... the ability for users to control what they were using ... and the cloud and mobile in particular and some new MS business models that emerge ... on base Greenberg not just the pastor to three to five years where all the sudden ... on him when he will bring their own devices into the workplace ... they then also need to carry their own software in the workplace with that because none of the election technology that the enterprise of built up ... works on those ... forms or those devices ... so really just the past ... three to five years you now have all of these new entry points for ... SA for companies to go and deliver technology to end users ... with an organization and it finally see io's are getting around this idea at that ... time I can either assertive stand back and let that happen without the diminishing or controlling or securing that ... or we can get on the front end of this trend in actually have a better way of managing the information make it more secure ... on and hopefully in improving the productivity of of the business we're certain see more about right now ... what you seen bolt is a series of distractions at a faster pace than I've seen in my career ... and the CEOs all are looking for innovation and looking for speed the delivery of the products ... so the role corporate out he is starting to get embedded into the business strategy with a tiled interface their customers where there's having interface supply chain are the employees ... and speed all the centers become the key ingredient so Heitner deliver the capabilities of all the transition ... of buyout of the ability of consumers aged about the ... big day this next talk about before I knew we make it useful ... so you see more more of a CEO this actually say not future becoming technology Cavanagh is ten dollars to build cars ... are on the bank I just happened to also get money out ... their technology company with a really comes down to the decor of the differentiation ... ceasing speed and turns the competition with its even small companies ... of the company's be differentiation ... the was a time when ... enterprise technology ... led ... all the new stuff ... we've been a long period now words then slipped and spend consumer ... is still consumer ... will to ... what's going on ... I can certainly seems that way still but ... I think it is still Consumer but what is interesting the cyclist Indigo in ten years or less ... to do in the nineties all the internet I will be loosed total business ... and in the e mails and purchasing our e-commerce went down the consumer ... in two thousand we set a context that the next decade to be about consumer driven ... capabilities ... I if I were betting nothing to steal the pig in a couple years ago the other way has to go in cycles ... he is what technologies then the neighbors new business models for the consumer ... that affected us used to be out the dough into myopic about the consumer Internet but we have reached a point where I think every good execution the consumer web is issue will share anything with anyone anytime very quickly over video or voice and from any device ... but that hasn't yet happened in the enterprise so if you think about where were to see this or that ... biggest relative change in innovation and disruption ... it'll be over in Italy in the enterprise in the next decade because you have all of these ... for for foreign technology changes that occurred the consumer space and another ripple through the outset of catch up ... that that that that that what you we don't know as some inventing some public only knew what the devil then it might reach consumer will happen is is based on the proliferation of innovation within the enterprise here have always dataset thinking he created all new center use his the get change within enterprises ... By and then when that ripples through things like health care and financial services and manufacturing ... then you'll actually see far more innovation within the enterprise technologies that ... and the consumers that I don't know how will go back ... to consumer capital certainly change consumer products that we use a westerly change consumer and personal experiences we have ... in the real world ... will the fact that it if you think that the internet and for generations ... E-mail was first e-commerce second ... and third would be a mercy capability for mobility video except in social one of ... the next generation we're on the scene and other things and it will buy are a whole new set of applications ... if you think of the parodied and it is the number of devices squared ... think what happens when you go from two to four where from ... a billion ... to fifty billion and so that that is also consumer phenomenon I know it's can be driven by business because the businesses have a conductor on the US ... and in the consumer has to benefit from it so this is where we might see a back seat swing the other way we think through it ... this way even if it's fortunate out is as we can make the stations ... throughout the network ... I've that I think will be bigger than all three of the ... generations combined ... I own Kindle is a distortion applied to ... think it is the U S ... Senate and a new pair of its use of Baidu oh well I I I said before I see in those regions ... um ... I ... it seems like a lot of ... people ... who work under the thumb of a ninety department ... um ... have to have stood still now even if the company is said ... that they can use your Android device feature eyed and whatever it is ... and they still think that the CEO maybe ... you still have to come have a parallel ... set of devices that help set of of software ... because ... you know the HR software that thing after the lapse in fire expenses whatever does ... he hasn't migrated into being some ... you know like Max's app even though some are really serious subject is the ... isthe ... a very ... it is to use condoms slick looking aam app and ... this move we'll use those all the time but ... we go to work in the hefty eOne's something that was written ... for small some of it is still ... really old man and even if they've upgraded it ... he you know it's it's not up to work ... consumers ... find everyday and there's there's think so they accuse ... the amicably be seen with ... I'm a tranny and soul Ram but you know I'm old BlackBerry what great and that I have my Blackberry nevermind about that ... that he bought all BlackBerry and I get an a I phone or call twenty ... Android phone and reading different things are and that that I mean it when they have of worked last time I think I think is quite three times the weight of ... what they would buy them so the complexity of enterprise of arms actually is probably the peak rate now ... but that really means that there's the two men had attended in and it's going to quickly unravel over the next couple of years and so ... the easiest indication this is three or five years ago when we would do me was CIO Zetterberg the work under Windows machine may be ... due to working with them you know of of of you know the Mike soft certain ... date that the ten network can answer that software ... now only good most see io's they're using their Mac Aaron are using their I Phones The using their eye pattern intraday bias ... and that has tremendous impact you what the downstream effects the Mets most liked EPB utopia to buy a set of of customers that they wanna go Clabo were talk about the CIO was a Fortune five hundred companies and ... very blue chip inventories issue the three biggest deals that we sold last year ... where all companies or ... the concrete in the eighteen hundreds ... so and these are the people you talk about with the MacBook Air's was let ... go the most certified Matic conservative ... you know what you don't think the viscerally adopting types of companies are beginning to make the chef and ... so will will see is you know the the ... hundreds of billions of dollars are spent on enterprise software technology ... that traditionally going to these legacy complex Serkan environs are going to shift to a simpler solution to a job ... it would be ... its first multi agree with them yes the U S cents per word for different reason though I if you watch what's happening as the business leaders realize that these technologies can do for them ... if they can confirm that the shop ... don't get from some other source ... now that has a lot of weaknesses if it's done wrong ... so what you was easy to see io's reinvent themselves ... and say how time is much faster and use a combination of new technologies and speed of service delivery ... or the budgets for movers garners predicting outside of the CIO rail up firstly think it's a me too far with the wind as he eyes have messed up on about all of the major CIO in the world today ... that thinks they can limit what device to bring the word which is listed in the end of that well ... they're still ... there still are some people are trying to do that even an armed Services Walton a longer ... time to think they can fight picking BYOD trumps security ... and last but to the key armed services groups in the last year eight thousand won the one you're not even a B Why OD bring your own dividing and Abbas on security said you've gotta get ahead of this to say how do you ... make it so that you can access whatever day the one where Rudy is ... whether stored in and out of the out of profits while ... we're down to the price level that's can be the future of technology ... is this just an enormous culture jamming just thinking what ... what Aaron said ... I ... if they're sitting there with a Mac but the year ... and I think it's an I phone or an Android phone but ... if ... you know ... Doctor was parts are made by companies that don't even have ... traditional enterprise Salesforce is a mean they weren't designed ... you know in the duet obviously I mean they've exchange that some features for enterprise and in Apple's but entirely ... you know ... unaware of or I'm interested and in their prices but it's not like Micra soft or Dell Dell or HP that ... that really said this is a port thing for us and we instilled ... in one design things for it and I can remember interviewing ... consumer computers ... that still had parallel ports ... five or six seven years ago and I would say nobody there's no printer can teleport whys or peril awkwardness ... in any company would say well ... because we have of ... just get are also ... has a slightly different model name that we sell enterprise Anais and Iti checklist item that AB apparel for ... aam ... but you're talking about ... products from companies that owe you need help or thing I have a hope what did the yet to come of receiving it ... um but that the question is up ... what what does that mean in terms of them vendor relationships in all I can get it means you to see a huge I've changed intrinsic released by industry ... it's something that I would argue that a high tech industry as creative destruction ... for decades it's it's it's been occurred a faster pace ... you take the top six at the players in the world right now and issues Gartner's example the top six ... I did their number only three this'll probably be in the top six five years from now ... you see a number of new challengers ... the challenge market is is is proving challenging would be the right word there's a lot of players that have to get through that it's ... good to see some VOO emergence of a new major at the players ... in new mutation buyers as well what most of IQ burst if your face but this time an unfortunate choice which is ... you are good consumer technology which doesn't probably maps a lot in either your enterprise ... so the apples of the world but ... also bring those and or you get enterprise technologies which ... normally don't map to the needs of the end users a new organization ... aam but also you've built in the years of of certain ... negative relationship and on and is challenging certain unit integrations interfaces with those companies will go on the customers ... and their primary relationship with the work was an example or her ... time By ... ye find work also ... on time they're primarily dividend is getting audited ... the random Mr. Bridas brainless but the company on is is getting audited by an Oracle sales rep and and having to pay more money every year that's their only sort of but the only nation that they're getting out of ... adorable this point is Financial edition how to make more money so ... you are you still have a ... relationship with ... on with the CIO Zendai key buyers and their enterprise you know Bob Anderson and so you have this opportunity to serve well let let's think about the two of you aam ... it isn't fair not fair to say ... would John is the establishment guy ... in enterprise content on he'll call me the older doctor and to catalog require the establishment guy ... you're the challenger guy in there some friction ... aam ... is there friction I mean TPG doesn't have that I think it's I during our study angels with these clouds ... that ... are yet I mean we didn't we see the market very similar to weave we sat down a couple weeks ago if you watch ... ADT's huge tradition Lackey and increase slowing the ball eluded them ... but if you watch where CEOs are looking in their inner past ninety days that they are after this be ... speed is around cloud mobility any any capability Big Data disease usable of the kids to get the right time ... to make decisions for a new generation of security ... The Internet of things I think will be the biggest ... I've beverage point ... proxy over the next ten years of the fourteen billion in profits ... and that one concept to learn confer standings what's gonna happen here ... so actually our ability to partner is much more likely than either million apart ... yes ... going out your marriage here I know because we actually think Pardew probably be better will work in an effort to entertains ... and is that because you're both invited to come here to de that ... at the start of ... this is how we do most partnerships in this industry so ... aam livers on stage together ... at some of it ... and that is part of a master plan instead it's good for us it's ... and it's good to hear ... um ... is ... is that going is it possible for ... me ... Siegel with Micra soft ... and Dell ... for many years and still today ... they serve consumer ... and they serve ... enterprise ... and they tried to also serve small does the trick your won because ... some small businesses think more like consumers and ... some ... think more like bigger businesses and I'm ... do you think that's a viable strategy going for it can kill a company focused on both those markets ... I think you have to focus on not just consumers and business ... there therefore worlds that are coming together in a presence search about are coming together ... and Justine Communications inductee come together ... and companies who don't have that that in all four areas he get left out ... and I think what you describe him as companies who do not reinvent themselves you can be the market Eric today he'll be in danger so for the next five years ... he left the house ... and companies that are successful in use in Cisco's is one we picked a pre contract that yes ... we have a universal sport outcomes over the last two decades you had a little concern for storage or for a while ... yet we were ... out of it to me in terms of the concept ... and we shouldn't you the capability of the for the wild ... and in that every single smart I still like it but the bias so I did to push up the bike but I mean you continue to push it Linksys prolonged up on a one-time ... you're coming out of that now we're out of the business to a consumer to consumer weekend very much business to consumer ... huge interest in it for all I know but this is the consumer still that's serve enterprise and in the morning bus ... so but he did that repeat my question can can you tried ... can you be ... a company that ... has all your nice consumer products the sole mentor from where they're ... designed it a point if you're these products were selling ... to big business and it's a bit and at this point a Business imperative if you're going to sell to enterprises that you have consumer in things you know how to get the technology adopted by in use by the Auckland years in the organisation's ... on a separate do this sort of bowels in the deepest parts of an organizations like the stock ... every other type of technologies going house to have ... asserted Consumer fusion into it and use to be the target consumer grade meant that it was simpler weaker were what's complex or less advanced ... but today it actually is the the standard by which any enterprise topical has been a good measure bought is ... how consumer greed is their technology ... and so that is a mess when you knew how to sell to consumers but it does mean that your DNA in your work station in what you build ... apps to be able to Sir to be on par with uncompetitive with ... consumer grade technologies enter the market nuts can be import but if you have consumer great technology box just when you sell to consumers because the O some of the things that we do for instance the boxer conflict with our ability to serve bull markets people ... that you know the ability to go help ... consumer share all their personal media and back pedal to the cloud and you pursue photo sharing ... conflicts with our ability to go focus on the sort of ... the highway will lead to fifty thousand employees at Schneider Electric or having to serve twenty thousand employees of Procter gamble so ... that's what were the top selling cancer research is a real person strain and it's it's our ability to win in a market we determined is much more to the consumer space and we are going to put all of our ... on you know where to put all of our wood behind that you know Aaron and consents ... and expand low but for the well when the reasons this has been successful we don't enter markets we can get forty percent market share ... and sustain with differentiation ... in one of the toughest things we do this next years were trustworthy focused but Aaron Wheeler line is not instead ... what happen to you what you did I mean you you entered consumer ... in a couple or three different way is when you announce to be no consumer division initiative in a new band ... but what what has the age of a better night is when buying for tumbler dollar not know ... that ... that that we Guinea me well is we tend to focus only try different things if we knew which ones were nowhere ... we don't we do that is ... I we probably have to that three acquisitions work well for sixty public order aborted directors who do ... and we can but taking me that's been you're not to be successful ... so we moved into the cloud a lot of the company's you mention felt that we would not be successful in the cloud is based on the server market ... today we're number two in the world going at seventy percent the year ... when the tandem of billing ... the Pacific and still left near mobility we may not know how to spell we know how to get sixty percent market share ... made in the video the exact same way ... down the hall to lose work and admitted this CEO is one that they could risk then you're already tonight went smoothly and we compete against market transition stock companies ... and I would argue that the temp is you mention dirty or what struggle in this next transition ... that you mean don't like so this is the time that I mention why will a struggle ... I think it it has to do with where the market's going ... it's a device to the content everything is open ... your ability to move very rapidly the supply chain and changes that perhaps don't have the for ... all companies ... in if you don't cause to be of interest often next-generation technology you get up and it's a brutal industry ... it's while we are not immune only three of the six companies will even be ... in the ten year time as and in the business enterprise Cochrane John Hawke in terms of the top ninety five companies in total ... now remember also said that he's coming together ... with communications ... service matters can be given a pass if you're not a player in all for those ... debts can be a hard transition ... but Aaron center successfully Scott two aspects that are really cooking ... in terms of what's going on with this new generation say how glad doodad in combination ... with the enterprise customers are trying to get ... you're on your way to the issues ... I which I've ... talked to me about the ... in itself and its ability to beer ... the expected traffic it's coming it's it's gonna be easy ... I can look at the transition we've we are steadies nightmare Nick recovered some of the summer David died ... our official network index These are used across the board ... that ethics of the increase of the minimum three percent over the next five years ... it will move from poverty being PC type devices which are her ... idea of the devices going twenty six percent below today ... the other devices such as tablets Eebee's ... smartphones will be over fifty percent the five years out from now ... and it will build ladders that are able to do huge audience of capabilities ... just to get the idea of the complexity that Willy doting and ... most complex Silicom today because a network instead of the software ... but still Icahn plus hardware does services ... is about a billion two transistors will announce this year ... three billion and four billion transistors on a single chip ... which began to produce thanks the pair won the big issue here ... it's organization in the remake of the world but how much this is gonna be on cellular networks a lot of it is a ready ... and the question I have is ... the set now ... selling networks is a surface the scarcity of capacity ... it's assumed to be scares scarce ... and that ... the companies that have built outselling networks at great cost ... aam ... are ... tearing it beer capping it ... they're charging a lot of money both to businesses and consumers ... to get into higher massive data ... is an actor Ricardo less common than hits of the wall I think you'd see two things occur first the price point to come down rapidly and you think it will ... the actual price you the ... consumer the ice ... in fact the we said we have such such phenomenal competition ... and sell your care that they have reasonable than the competition the effect of the worst most of the others really know what what would I impetus for the pressure was on the kid that you know we said that some of its own state in which will become free and Mr. they disagreed it's pretty dead ... near the transports and the country it's what services unit on top of the ... second thing is going to the architecture of change you want people to the cloud for the device ... you could intelligence story G applications at every level without the network ... and not the new network will become actually the platform to the future ... as the Web Ties exploding ... any real transition on line with the ... ISP walk that takes the concepts of the local hotspot ... in combines the two were in a field of agriculture diversity ... its going for us about a hundred and twenty percent the year ... it really means you can see multiple ways to bring new baby and ... what would change however to make some as the stations ... at your local point ... is that is smart grid on the I electricity transmission you'll make it out in the ... residential area ... the back to your point ... of the wahaha or the where the scapegoating of the year nine percent of the future but the networks and that there are the most ... powerful production and is as you have a proliferation of fulfilling the why Fi access globally ... that also ... can every introduces now with the ability to Fernando Coura suffer company ... to go out and work with emerging markets over ... the next building's workers ... are given up on mobile devices primarily working in all the way and structurally ... the legacy incumbent underpriced awful companies are not a great position to build technology ... for those future workers and that also ensures the its massive opportunity of ... putting go make you know what what used to be a market for couple hundred million potential end users ... in enterprise technology ... is no market for a couple billion ... won users which has dramatically I'd you know increases when what you can go do in the coming in additional it's in the States ... take questions ... I'm ... now instead of are there ... I ... John Crawford Oprah from IDC ... coffered Spicer ... a ... aam quickly question for you um it's you ... but the supplement more about the reinvention ... of Cisco for the next era ... on you ... you hear consumer confidence fall asked about some of the consumer for easy path but he didn't talk about other services that you have like when banks and platforms that could ... be next generation search services for ... that ... consumer and enterprise intersection can expect to see more of a services play from Cisco in this next their ... service is in and of itself by definition but in terms of I'm a by the drain ... or pay for new business models will occur creating in me ... we will base for future an architectural my that's high in all the components from every consumer device ... a great combination Networks ... Khamenei data center in terms of interaction ... I we've done fifteen acquisitions in the last ... fourteen months ... almost all where software services recurring revenue ... and I think this is gonna be the part of the model for the future on how bleak the enterprise space the small business to consumer ... purchases can afford to use his very active here in the taxation ... of focus ... thanks Esther ... I'd I'd ... personally help you get ten percent of whatever deal need to ... know Karen I sometimes think that we would be have been better off personally I ... would just one percent of all the deals that have been done here or whatever ... that's ... in my classes for John ... and forgive me for ... taking this in a slightly different direction you're one of the first ... Delhi companies to focus on employee health ... and now it's becoming a sort of a consumer market I'm just curious ... what is your experience theme ... are you interested in answers that ... something HR handles ... have you save costs have you improved ... productivity whatever ... you know Aaron and I were talking about hawkers company ... in large part successful companies regard to their size and ... very strong call it whatever it is we feed our employees as family ... and Erbil was a very employee their spell spectrum is like that mean ... we move heaven and earth to help him on that ... health care it is the worst example of using technology over the next three decades ... they get zero productivity increases our costs are going up so it set up for transition ... the question is does the transition occurred here in United States ... or more likely is it occurred to China and India aggression that skips a generation about ... the we care hugely we actually think it will be one of the fastest growing into verticals ... for the next five years ... was to be health care system the world is broke other developed countries ... and developing countries are not really follow our mistakes that they could skip a generation ... so for us to not think that it is a whole lot of focus on health care ... not this individual slices ... but Liberty how you bring it together to extend their lives to make a much more healthy except receipt to afford ... big investments Mackey made ... that prevention as opposed to care after it's been a complete new great ... if you watch your capability but for your employees and for training ... and as we get more more sophisticated will know what an effect that's based on DNA ... still have the most harmful effects of what we get away with others cannot ... supervision is the least expensive form of health care ... if you live in this room are kids deftly wilt over a hundred years of age ... I didn't really comes down to three carat sixty you don't do the job of preventing a lot of the ... real deal this is the effect this later ... it's can be health care system we can afford such right we employ it is right for the country ... and Thomas and I think you see the movement to prevent that leak of the next act ... are all ... Rolfe Winkler from the law Street Journal while so the question for Mr Chambers as I can use leverage to go out without me ... yet ... Amazon Web services that it's it's it's hard to overstate the ... key ... to truly deflationary impact that Amazon is is having taking costs out for ... a lot of enterprise ninety stand ... and ... this isn't just ... websites that now can be started with ... fifteen thousand dollars in pizza money for a few months as opposed to ten years ago the new three million to build the website ... aam it's also ... big enterprise ninety saying well find that workload ... not only save a bunch now on to say as Amazon keeps taking costs out ... there ... Cisco ... makes over sixty percent gross margins selling ... routers and switches your two primary Products both of which are not shrinking ... and my question is ... how do you avoid it ... being an otherwise insists going like Oracle like HP ... the melting ice cube ... that ... if you want but isn't there a new ... it actually is is a question not answered probably seven or eight times every twenty years it's it's a different competitor and new technology each time ... and I think the competition the future isn't that the company competition to get some market transitions right ... if you watch the challenges in the industry today that we look at the wheel of its offer defined networks and Annie would be very good saying how that's can actually increase or businesses appears to be present ... and that components of its architecture added thirty wacky work together ... do pay by the same type of models of new consumption models ... and and the capability at his the service ... now first Twitter about products that the stock is a service that's where companies like in Sydney the re start of the two years ago ... will be focused on how to become the next eighty six architecture was software ... was software defined networks and a six in a very unique way ... secondly it's about how to deliver capabilities your customers ... and so when you talk to CEO he talked about saving two percent on at the budget ... the talk about two percent growth on the top line ... with two percent from the bottom line in you about that too on ... better seek huge advantage ... we win either way ghost most networks will provide technology to the massively scalable data centers of which Amazon will be one ... I will also get pushed and pushed her enterprise to match the transition ... such as one of the bed dozen different sensations with a stick ... now companies don't change ... they will get left behind on this year in your thoughts ... was going to save every time I was is stated time ... and he and eighty while Amazon takes out excess ... whenever ... I can follow that lead to sin is and has a chance ... to say that I have ... a baby ... one is as they get to the teaching to be the need to sell more boxes because suffered a fine that weekend when the great things about it is I don't need to find the box but ... can trade any looking well HP in the days until server business and in its eighty six servers which you guys are doing great was a draw for the first person is getting in the may be very candid ... Joyce were Mr. constructive criticism ... I've heard this ... ten pounds for two decades ... I can see is what investors care about they care about making themselves more productive interface that customers differently ... lowering their opex and lower the cap to a cucumber but that to me reveal to compete against these and this is that you'll businesses are shrinking this this ... matters not just the audience with King able fellow are flat or down the last quarter in a major economic downturn in Europe ... and Asia Pacific in the U S they were up very aggressively ... with thirteen percent on an enterprise in commercial ... but Aaron's point of being involved ... is he sees this market from another side to lead an advantage in building ... I like that point ... but they're ... getting does is it really is is that while often sing Amazon Web Services takeout economics in the near term for firms some infection players and some are more buyers ... the big benefit is the Germanic they open up the opportunity for what would you should get an effective mass of productivity gains that can drive the need for more routers and switches globally ... the good and not just one providers going to be the sole consumer of those types of technology so ... so I think there's a near-term transition but if you know companies like this just goes and tells of the world ... they cannot belong Piasentin category figure out that tradition probably actually you should have a and and ... a total increase in the market and that economies Seles better available last point on that twelve people thought would complete the disseminate batters with a move on I can't catch a bus tour ... the question for ... a watch on dances a while back ... Baxter and act like device you have a folder called cloud ahead in their ... box ... Dropbox who will drive him to have a simple buy cloud that behind this and you really need one of those actually ... I'm all about sequester death and it's really not a competitive question it's like the user interface question that you know how does the cut in ... the consumer solve the problem ... all these ... cloud storage things have different user interfaces and just different ... user experiences ... and and create a single place right now my stuff sch yes those inching through bond so we we got we for the company in two dozen five and behold when the company was we got really dizzy discord Chairman access your files from anywhere ... on but we realize that over the long run in the consumer space that can be modified and their Xconomy some non assertive ... uniformity across the interface is in the services and so we saw was to drive in SkyDrive and iCloud and Dropbox and many other services ... and on and while that in Crete said a challenge for consumers or to unify all the decreasing beer from their profits which is ... I have the status are strewn about everywhere so ... um we move our business model to Halloween open enterprise Furtive reconcile the different places but that it is going to ... on buyout easily having more today to go into a secure system Eloqua were working on ... the consumer side I think you might see some ... some technologies that help to unify are cloud services in ... some ways that you can turn the metal layer of managing the back that ended a deluge of that were are not doing that today but but we argue is is that were the data is stored is probably less important than other day that has managed so over the long run I don't think between the silly care than they did is indifferent and applications ... but right now it's not the sort of point for that view progression valued her work is now slated to suspend pretty good products pretty good business I still Actuant by a well we should talk to time and given India's on that let me know but on the idea to write now were the when the curve where ... there's enough Survey growth just that in twenty the distorted individual systems and we're not at the sort of metal wire yet of of of of this but I think it'll happen eventually get ... one more year ... on from one publican the founder one public ... my question is for you John ... it's around the architecture of the industrial Internet with Ina things ... as a soft engineering and industrial engineer and with expensive telecommunication tend to think that ... it's really easy expose devices to the cloud ... what's coming in the way is the Web are the Web services are to be is the Web or what the softer side of Manhattan things ready for of disruption ... or or or or consumption ... so start with the the assumption that we may be right that this will be the fourth ace to the internet and will be bigger than all three combined ... second party the assumption that we would all agree on it's both hardware and I would argue ... that he seeks to refuel so much time and software architect rope lights ... when you have fourteen ... trillion dollars in profit and why ... you see every industry in the ... it will be programmable every level with a meaning that with that said the device ... outweighed its that that very anti ... same residential area arriving at the network throughout the network ... up and that buyouts ... and you can see companies Cisco will complete the open up our API so that you can program at every level from now ... huge storage requirements takeoff huge processing the permits ... and this is clapping the combination of server technology with stories capability ... with either software from the network with services actually wins this ball game and that's what we think we will never to become them when the key player ... it's it's safe to say that this offer is the last mile problem for at the end of things ... I think it is ... if done right it will be much faster and less now let's all with you right out of ... it wants Gillis quickly thank you thank you and thank you cool video ... slot ...